Leads Generated

A lead is the starting point of every new patient relationship. This metric counts every prospective new patient who contacts your practice through a marketing channel — giving you a clear picture of how much demand your campaigns are creating.


What Counts as a Lead

All In One automatically captures and classifies leads from your connected sources:

Lead SourceHow It's CapturedExample
Phone callsTracked numbers assigned to campaignsA new caller dials your Google Ads tracking number
Web formsForm submissions on your websiteSomeone fills out a "Request an Appointment" form
Chat inquiriesFirst-time messages through website chatA visitor asks about teeth whitening via live chat
Email inquiriesInbound emails from prospective patientsA prospect emails asking about new patient specials

⚠️ If a lead source isn't showing data, check Settings > Integrations to verify the tracking number or form is properly connected.


What's Excluded

Not every contact is a marketing lead. All In One filters out noise:

  • Existing patients — Contacts already in your patient database are not counted
  • Non-scheduling inquiries — General questions (directions, insurance verification) without booking intent
  • Duplicate contacts — The same person reaching out multiple times within 30 days counts once

This de-duplication ensures your lead count reflects unique prospective patients, not raw call volume.


Key Metrics

MetricWhat It Tells You
Total leadsOverall demand your marketing is generating
Leads by sourceWhich channels produce the most interest
Leads over timeWhether your lead volume is trending up or down
Lead-to-scheduled ratePercentage of leads that become New Patients Scheduled

Using This Data

The lead count on its own tells you about marketing reach. To understand marketing efficiency, pair it with your Cost Metrics to calculate cost per lead by channel.

If your lead volume is strong but New Patients Scheduled numbers are low, the issue is likely downstream:

  • Front desk may need better follow-up scripts
  • Callback times may be too slow
  • Appointment availability may be limited

Tip: Practices that call back web leads within 5 minutes see up to 3x higher conversion to scheduled appointments. Use the lead timestamps in this report to audit response times.